See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,476 | $144,119-57.3% | $117,854-47.8% | $147,584-58.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.15% | 531.15%-516.0pp | 335.08%-319.9pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,264 | $4,896-53.8% | $3,786-40.2% | $4,876-53.6% |
| Participant deferral / active EE | $5,584 | $5,316+5.1% | $4,482+24.6% | $5,439+2.7% |
| Admin fee / account holder | $452 | $10,886-95.8% | $8,020-94.4% | $10,885-95.8% |